Connect Autotask and SetSmart

Both apps 64Autotask 44SetSmart 20

• Trigger
  New Company

  Triggers when a new company is created.

• Trigger
  New Configuration Item

  Triggers when a new configuration item is created.

• Trigger
  New Contact

  Triggers when a new contact is created.

• Trigger
  New Invoice

  Triggers when a new invoice is created.

• Trigger
  New Opportunity

  Triggers when a new opportunity is created.

• Trigger
  New or Updated Ticket Note

  Triggers when a ticket note is created or updated.

• Trigger
  New Project

  Triggers when a new project is created.

• Trigger
  New Quote

  Triggers when a new quote is created.

• Trigger
  New Ticket

  Triggers when a new ticket is created.

• Trigger
  New Time Entry

  Triggers when a new time entry is created.

• Trigger
  Updated Company

  Triggers when a company is updated.

• Trigger
  Updated Company "To Do" Event

  Triggers when an existing company to-do is updated.

• Trigger
  Updated Configuration Item

  Triggers when a configuration item is updated.

• Trigger
  Updated Contact

  Triggers when a contact is updated.

• Trigger
  Updated Opportunity

  Triggers when an opportunity is updated.

• Trigger
  Updated Project

  Triggers when a project is updated.

• Trigger
  Updated Quote

  Triggers when a quote is updated.

• Trigger
  Updated Service Call

  Triggers when an existing service call is updated.

• Trigger
  Updated Ticket

  Triggers when an existing ticket is updated.

• Action
  Create Company

  Creates a company and returns its ID.

• Action
  Create Company To-Do

  Creates a to-do for a company and returns its ID.

• Action
  Create Contact

  Creates a contact under a company and returns its ID.

• Action
  Create Expense Report

  Creates an expense report and returns its ID.

• Action
  Create Opportunity

  Creates an opportunity and returns its ID.

• Action
  Create Quote

  Creates a quote and returns its ID.

• Action
  Create Task

  Creates a task in a project and returns its ID.

• Action
  Create Ticket

  Creates a ticket for a company and returns its ID.

• Action
  Create Ticket Note

  Adds a note to a ticket and returns its ID.

• Action
  Create Time Entry

  Creates a time entry against a ticket or task and returns its ID.

• Action
  Find Company

  Finds companies by ID, name or phone.

• Action
  Find Contact

  Finds contacts by ID, email, name or company.

• Action
  Find Contract

  Finds contracts by ID, company or name.

• Action
  Find Country

  Finds countries by ID, code or name.

• Action
  Find Currency

  Finds currencies by ID or code.

• Action
  Find Opportunity

  Finds opportunities by ID, company or title.

• Action
  Find Quote

  Finds quotes by ID, company, opportunity or name.

• Action
  Find Resource

  Finds resources (users) by ID, email, username or last name.

• Action
  Find Ticket

  Finds tickets by ID, ticket number, company or title.

• Action
  Update Company

  Updates the fields you supply on an existing company.

• Action
  Update Contact

  Updates the fields you supply on an existing contact.

• Action
  Update Opportunity

  Updates the fields you supply on an existing opportunity.

• Action
  Update Quote

  Updates the fields you supply on an existing quote.

• Action
  Update Task

  Updates the fields you supply on an existing project task.

• Action
  Update Ticket

  Updates the fields you supply on an existing ticket.

• Trigger
  AI Switched Off

  Triggers when the AI is switched off for a SetSmart lead.

• Trigger
  Failed Message

  Triggers when a message to a SetSmart lead fails to send.

• Trigger
  Lead Accepts to Book a Sales Call

  Triggers when a SetSmart lead agrees to book a sales call.

• Trigger
  Lead Answered

  Triggers when a SetSmart lead answers the AI for the first time.

• Trigger
  New Lead

  Triggers when a new lead (conversation) is created in SetSmart.

• Trigger
  New Resume for Lead

  Triggers when the SetSmart AI generates or updates a lead's qualification summary.

• Action
  Add Tag

  Adds one or more tags to a SetSmart contact. Identify the contact by ID, phone or email.

• Action
  Cancel Scheduled Message

  Cancels a pending scheduled template message before it is sent.

• Action
  Export Conversations

  Exports SetSmart conversations with contact info, qualification data and full message transcripts, one page at a time.

• Action
  Find Contact

  Finds SetSmart contacts by contact ID, phone, email, Instagram username or tag, and returns their lead details.

• Action
  Import New Contact

  Imports a new lead into SetSmart and, unless turned off, sends them a WhatsApp template message. Duplicates are detected by SetSmart.

• Action
  List Scheduled Messages

  Lists scheduled WhatsApp template messages, filtered by status, template, contact or date range.

• Action
  Remove Tags

  Removes one or more tags from a SetSmart contact and returns the tags that remain.

• Action
  Send Template Message to Existing Contact

  Sends (or schedules) a WhatsApp template message to a SetSmart contact, optionally creating the contact if missing.

• Action
  Set Lead to Booked

  Marks a SetSmart lead as booked (or un-books it), optionally with the appointment time and Calendly event.

• Action
  Set Lead to Sold

  Records a sale on a SetSmart lead, with amount, currency and your own sale ID.

• Action
  Turn Off AI

  Turns off the SetSmart AI for a contact, so it stops replying to that lead. Identify the contact by ID, phone or email.

• Action
  Turn On AI

  Turns the SetSmart AI back on for an existing contact, so it resumes replying. Identify the contact by ID, phone or email.

• Action
  Update Custom Fields

  Adds, updates or removes custom fields on a SetSmart contact; new values merge with existing ones.

• Action
  Update Notes to Existing Contact

  Sets the notes on an existing SetSmart contact. Identify the contact by ID, phone or email.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.